“Ok folks, it’s time to play America’s favorite game in which you read a few excerpts from a piece of news and apply one of the following two labels”…
Author: therealheisenberg
You Will Have To Pry Goldman’s Bullish Commodities Thesis From Their Cold, Dead Hands
“Will the survey macroeconomic data turn into strong hard macroeconomic data; will the Chinese credit data turn into real physical demand for metals; and will the OPEC production cuts turn into solid US oil inventory draws? “
“All’s Well That Doesn’t End In A Giant Mushroom Cloud”
Well, you know what they say, “all’s well that doesn’t end in a giant mushroom
Goldman: The Gas Wars Are Coming And “Russia’s Grip On Europe” Is Slipping
“We believe that we are likely to see a similar response from low-cost producers to that seen in the oil market to the rise of shale production. OPEC, which has been limiting its production for a long period of time, decided to take on the shale producers in 2014, ramping up its output in a bid to force shale producers to reduce their investment and output. This eventually occurred in 2016.”
Trader: Shut That Lyin’ Mouth And “Get ‘Em While They’re Hot”
“Too many commentators have fallen into the “everything is binary†trap and decided that if you assume each event will end badly, there’s material to turn out a good rant”
Key Calls (Wednesday): Upgrades, Downgrades & Initiations
Are your stocks on the list?
We’ve Gone Too Far
Simply put: when central banks pull the punchbowl, it’s going to be left to retail investors, their portfolio of ETFs, and an army of hair-trigger, headline-chasing robots to negotiate an environment where suddenly, for the first time in nearly a decade, markets are allowed to trade in a two-way manner.
Spicer: Don’t Let My Hitler Screwup Distract From Trump’s “Attempts To Destabilize The Mideast”
Listen below as Spicer explains how he “needed to clarify and not, in any way shape or form perform a distraction from the President’s decisive action in Syria and the attempts that he’s making to destabilize the region”…
Oops… Sean Spicer Forgets Hitler Used Chemical Weapons
Oh, dear lord…
Crise: “Shhh… We’ve Already Seen This Movie”
So as the market frets day and night about the pace at which the Fed will shrink its balance sheet, Bloomberg’s Cameron Crise is out with a reminder that in reality, we’ve already seen this movie. And if the first screening was any indication, this may be “much ado about nothing.”
White House: “Overwhelming Evidence” Russia Trying To Cover Up Syria Gas Attack
“The Syrian regime and its primary backer, Russia, have sought to confuse the world community about who is responsible for using chemical weapons against the Syrian people in this and earlier attacks.”
“Something Happened After The Crisis” Deutsche Bank Settles An Important Debate
“Even more striking, however, is the twisting in the curve: the euro became far more sensitive to the very front-end of the curve”…
“Who’s Behind The Treasury Rally?” Bank Of America Answers
Implicit in the incessant speculation (no “spec” pun intended) about 10Y yields, where they’re going,
Oil Jumps On Saudi “Maybe We’ll Extend These Cuts After All” Headline
SAUDI ARABIA SAID TO WANT OPEC TO EXTEND PRODUCTION CUTS: WSJ
Look! It’s Falling Apart: Yields, USDJPY Fall; Stocks Tumble
See how that works?
Reliable Sources: Putin Says Putin Puppet Plotting Fake Gas Attacks To Frame Putin
You know, sometimes you just have to throw up your hands. There’s a difference between
Eric Trump Wants To Talk To You About Syria And His Dad
“If there was anything that [the strike on] Syria did, it was to validate the fact that there is no Russia tie.”
Here’s How To Trade The Biggest Political Event Risk In The Developed World
On Monday we brought you the latest from France, where fast approaching Presidential elections have
“PUMP” & Dump: Fracker Underwriters Say Buy “ProPetro” For Yuuuge Upside
Regular readers will recall that we’re not exactly optimistic about the prospects for a sustained
Tillerson Says Assad’s Reign Is Over, Will Meet His “Friend” Putin On Wednesday
“It’s clear the Assad family reign is coming to an end,” Tillerson told reporters in Lucca, Italy. Here are the other notable soundbites…
While You Were Watching That Screaming Guy On The Plane (Again), I Was Buying Yen
Well, it kinda feels like everyone just said fuck it and bought the yen overnight
Trader: Investors Know Where They’re Going, Just Not How To Get There
“Typically, traders have a pretty strong opinion of how they think things currently stand and then try to craft a narrative of where they believe asset prices may be going. In today’s environment, investors seem to have more confidence in their longer-term outlook than on what is going on now.”
This Hasn’t Happened In 82 Weeks
On Sunday evening in the tongue-in-cheek-entitled “Investors Dump Stocks For Super-Safe Junk Bonds,” we noted
Janet Yellen Tries Twitter Q&A, Twitter Says “WTF?”
Well, markets look to have made it through Janet Yellen’s “ask-a-Fed-chair” session without incident. Which is good for asset prices, but seems to have frustrated some netizens.
Vive La France! A Bad Holocaust “Joke,” A Goldman Short Reco, And A 4-Way Race
The “funny” (I mean, it’s not really “funny”, but it kinda is at the same
One Bank Explains What’s Next For Oil, Commodities, And The Risk Assets They Influence
One of the notable market developments over the past month was the spike in HY’s
Deutsche Bank Exclaims: “This Is The Most Boring Year Ever!!!”
Credit. Is. Passed. The. F*ck. Out.
You must be logged in to post a comment.